Ashton Thomas Private Wealth’s CubeSmart CUBE Stock Holding History

Ashton Thomas Private Wealth’s Portfolio CUBE Stock Details CUBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$335K	Buy	8,912 +1,305	+17%	+$52.7K	0.01%	953
2026 Q2	$303K	Sell	7,607 -8,922	-54%	-$355K	0.01%	977
2026 Q1	$606K	Buy	+16,529	New	+$634K	0.01%	677
2024 Q3	–	Sell	-726	Closed	-$32.8K	–	886
2024 Q2	$32.8K	Buy	+726	New	+$31.3K	﹤0.01%	1030
2023 Q4	–	Sell	-18,635	Closed	-$711K	–	589
2023 Q3	$711K	Sell	18,635 -25	-0.1%	-$1.06K	0.05%	338
2023 Q2	$833K	Buy	18,660 +53	+0.3%	+$2.41K	0.06%	304
2023 Q1	$860K	Buy	+18,607	New	+$835K	0.08%	278

Other funds holding CUBE

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ashton Thomas Private Wealth's CUBE Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its CubeSmart (CUBE) stake by 17% in Q3 2026, buying an estimated $52.7K and bringing the position to 8,912 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #953.

Ashton Thomas Private Wealth first reported a position in CUBE in Q1 2023 and has held it in 7 quarters since. The position peaked at $860K in Q1 2023. 413 funds tracked by Wall St. Rank hold CUBE as of Q3 2026.

Ashton Thomas Private Wealth held 8,912 shares of CubeSmart worth $335K as of Q3 2026.
Ashton Thomas Private Wealth bought 1,305 CubeSmart shares in Q3 2026, an estimated $52.7K.
CubeSmart made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #953 holding.
Ashton Thomas Private Wealth first reported a position in CubeSmart in Q1 2023 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's CubeSmart position peaked at $860K in Q1 2023.
413 funds tracked by Wall St. Rank held CubeSmart as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.